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Listen up: Improving client relationship skills gaining priority for wealth managers

Four years ago, Abacus Planning Group, a 13-year old $700 million wealth management firm in Columbia, S.C., was growing at a good clip, gaining both clients and assets. But Cheryl Holland, president and founder of the firm, and a 25-year industry veteran, wasn’t satisfied.


This originally appeared in June, 2011 on the WealthManagement.com website.

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Listen up: Improving client relationship skills gaining priority for wealth managers

Four years ago, Abacus Planning Group, a 13-year old $700 million wealth management firm in Columbia, S.C., was growing at a good clip, gaining both clients and assets. But Cheryl Holland, president and founder of the firm, and a 25-year industry veteran, wasn’t satisfied.


This originally appeared in June, 2011 on the WealthManagement.com website.

Tags: Articles Quoting Us

FacebookTwitterLinkedIn

Listen up: Improving client relationship skills gaining priority for wealth managers

Four years ago, Abacus Planning Group, a 13-year old $700 million wealth management firm in Columbia, S.C., was growing at a good clip, gaining both clients and assets. But Cheryl Holland, president and founder of the firm, and a 25-year industry veteran, wasn’t satisfied.


This originally appeared in June, 2011 on the WealthManagement.com website.

Tags: Articles Quoting Us

FacebookTwitterLinkedIn